{"id":1795,"date":"2025-10-20T07:00:43","date_gmt":"2025-10-20T07:00:43","guid":{"rendered":"https:\/\/wizio.fr\/blog\/?p=1795"},"modified":"2025-12-04T10:43:05","modified_gmt":"2025-12-04T10:43:05","slug":"wizio-recompense-a-patrimonia-lyon-2025-innovation-digitale-audit-conformite","status":"publish","type":"post","link":"https:\/\/wizio.fr\/blog\/wizio-recompense-a-patrimonia-lyon-2025-innovation-digitale-audit-conformite\/","title":{"rendered":"Wizio r\u00e9compens\u00e9 \u00e0 Patrimonia Lyon 2025 : Innovation Digitale \u2013 Audit & Conformit\u00e9"},"content":{"rendered":"\r\n

Lors de la remise des Troph\u00e9es de Patrimonia Lyon 2025<\/strong>, Wizio<\/strong> a \u00e9t\u00e9 r\u00e9compens\u00e9<\/strong> dans la cat\u00e9gorie Innovation Digitale \u2013 Audit & Conformit\u00e9<\/strong>.
Une reconnaissance qui met en lumi\u00e8re la mission que nous poursuivons depuis nos d\u00e9buts : simplifier, automatiser et s\u00e9curiser la conformit\u00e9 r\u00e9glementaire<\/strong> pour les CGP, CIF et courtiers<\/strong>.<\/p>\r\n\r\n\r\n\r\n

\u00a0<\/div>\r\n\r\n\r\n
\r\n
\"\"<\/figure>\r\n<\/div>\r\n\r\n\r\n
\u00a0<\/div>\r\n\r\n\r\n\r\n

Une innovation centr\u00e9e sur l\u2019efficacit\u00e9 et la conformit\u00e9<\/strong><\/h2>\r\n\r\n\r\n\r\n

Wizio permet aujourd\u2019hui \u00e0 des centaines de professionnels du patrimoine de g\u00e9rer leurs obligations r\u00e9glementaires en quelques clics<\/strong>.
Tout le parcours, de la connaissance client<\/strong> \u00e0 la d\u00e9claration d\u2019ad\u00e9quation<\/strong>, est automatis\u00e9 :<\/p>\r\n\r\n\r\n\r\n

    \r\n
  • g\u00e9n\u00e9ration des documents r\u00e9glementaires (DER, lettre de mission, profil de risque, ESG, LCB\/FT, etc.),<\/li>\r\n\r\n\r\n\r\n
  • signature \u00e9lectronique int\u00e9gr\u00e9e (Yousign),<\/li>\r\n\r\n\r\n\r\n
  • archivage s\u00e9curis\u00e9 conforme au RGPD<\/strong>,<\/li>\r\n\r\n\r\n\r\n
  • et d\u00e9sormais, int\u00e9gration de l\u2019intelligence artificielle\u00a0: Figen AI<\/strong>.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n

    Cette IA structure, corrige et compl\u00e8te automatiquement les documents tout en garantissant z\u00e9ro fuite de donn\u00e9es nominatives<\/strong>.
    L\u2019objectif : faire gagner du temps<\/strong>, r\u00e9duire les risques d\u2019erreur<\/strong> et renforcer la tra\u00e7abilit\u00e9<\/strong>.<\/p>\r\n\r\n\r\n\r\n


    \u00a0Une approche diff\u00e9rente<\/strong><\/h2>\r\n\r\n\r\n\r\n

    L\u00e0 o\u00f9 beaucoup d\u2019outils multiplient les fonctionnalit\u00e9s sans repenser l\u2019usage, Wizio a fait le choix d\u2019une approche simple et fluide<\/strong>.<\/p>\r\n\r\n\r\n\r\n

    Nous accompagnons chaque cabinet avec :<\/p>\r\n\r\n\r\n\r\n

      \r\n
    • des formations continues<\/strong> gratuites,<\/li>\r\n\r\n\r\n\r\n
    • des webinaires m\u00e9tiers<\/strong> coanim\u00e9s avec les chambres professionnelles,<\/li>\r\n\r\n\r\n\r\n
    • et un support utilisateur<\/strong> form\u00e9 sp\u00e9cifiquement au m\u00e9tier de CGP.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n

      Notre priorit\u00e9 : que la technologie soit au service du m\u00e9tier<\/strong>, pas l\u2019inverse.<\/p>\r\n\r\n\r\n\r\n

       <\/p>\r\n\r\n\r\n\r\n

      Une innovation utile, pas seulement technologique<\/strong><\/h2>\r\n\r\n\r\n\r\n

      \u00catre r\u00e9compens\u00e9 \u00e0 Patrimonia ne r\u00e9compense pas qu\u2019une technologie, mais une philosophie de travail<\/strong>.
      Nous croyons qu\u2019un outil performant doit avant tout simplifier la vie du conseiller<\/strong> et lui rendre ce qu\u2019il a de plus pr\u00e9cieux : le temps pass\u00e9 avec ses clients<\/strong>.<\/p>\r\n\r\n\r\n\r\n

      C\u2019est cette approche pragmatique, centr\u00e9e sur l\u2019exp\u00e9rience utilisateur et la conformit\u00e9, qui nous distingue aujourd\u2019hui sur le march\u00e9.
      Plut\u00f4t qu\u2019ajouter de la complexit\u00e9, nous cherchons \u00e0 rendre la r\u00e9glementation plus claire, plus fluide et plus humaine<\/strong>.<\/p>\r\n\r\n\r\n\r\n


      L\u2019aventure continue<\/strong><\/h2>\r\n\r\n\r\n\r\n

      Face \u00e0 des acteurs innovants comme Wealthcome<\/strong> et Sendraise<\/strong>, cette distinction confirme la solidit\u00e9 et la pertinence de notre vision :
      une conformit\u00e9 100 % ma\u00eetris\u00e9e<\/strong>, 100 % automatis\u00e9e<\/strong>, et 100 % pens\u00e9e pour le conseiller<\/strong>.<\/p>\r\n\r\n\r\n\r\n

      Merci \u00e0 nos utilisateurs et partenaires pour leur confiance \u2014 c\u2019est gr\u00e2ce \u00e0 vous que Wizio continue d\u2019\u00e9voluer chaque jour.<\/p>\r\n\r\n\r\n\r\n

      \r\n
      \r\n
      \"\"<\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n
      \r\n
      \"\"<\/figure>\r\n<\/div><\/div>\r\n<\/div>\r\n","protected":false},"excerpt":{"rendered":"

      Lors de la remise des Troph\u00e9es de Patrimonia Lyon 2025, Wizio a \u00e9t\u00e9 r\u00e9compens\u00e9 dans la cat\u00e9gorie Innovation Digitale \u2013 Audit & Conformit\u00e9.Une reconnaissance qui met en lumi\u00e8re la mission que nous poursuivons depuis nos d\u00e9buts : simplifier, automatiser et s\u00e9curiser la conformit\u00e9 r\u00e9glementaire pour les CGP, CIF et courtiers. Une innovation centr\u00e9e sur l\u2019efficacit\u00e9 […]<\/p>\n","protected":false},"author":4,"featured_media":1805,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30,77],"tags":[],"class_list":["post-1795","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-conformite","category-news"],"yoast_head":"\nWizio r\u00e9compens\u00e9 \u00e0 Patrimonia Lyon 2025 : Innovation Digitale \u2013 Audit & Conformit\u00e9 - Wizio<\/title>\n<meta name=\"description\" content=\"Wizio, r\u00e9compens\u00e9 \u00e0 Patrimonia 2025, simplifie la conformit\u00e9 r\u00e9glementaire des CGP gr\u00e2ce \u00e0 un CRM intuitif, automatis\u00e9 et s\u00e9curis\u00e9.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wizio.fr\/blog\/wizio-recompense-a-patrimonia-lyon-2025-innovation-digitale-audit-conformite\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wizio r\u00e9compens\u00e9 \u00e0 Patrimonia Lyon 2025 : Innovation Digitale \u2013 Audit & Conformit\u00e9 - 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